Get started with Creatio development
Creatio is an AI CRM and workflow platform where people and AI agents work together. The platform runs both human-led and agentic workflows and is built with customization, flexibility, and scalability in mind. Business analysts, no-code creators, and full-stack developers can all create and change apps in Creatio, each using the tools that match their skills.
Creatio consists of the following parts that share a single platform and data model, so you can extend each of them using the same development tools:
- Creatio Business Studio — an AI-powered no-code platform where you build apps with AI coding agents and designers, automate business processes, and assemble apps from reusable components. Learn more: Creatio Studio (Creatio website).
- Creatio AI app development toolkit — a set of tools that lets you build Creatio apps with coding agents, for example, Claude Code, Codex, or GitHub Copilot. Learn more: Creatio AI app development toolkit (user documentation).
- Creatio AI Studio — an AI-native platform where you build, run, and govern AI agents, and connect coding agents to your Creatio environment. Learn more: AI Studio (Creatio website).
- Creatio Sales — an agentic sales product that covers the full sales cycle, from lead capture to forecasting. Customize and extend its functionality to match the sales processes of your company. Learn more: Creatio Sales overview (user documentation), Agentic Sales Platform (Creatio website).
- Creatio Marketing — an agentic marketing product that covers the full marketing lifecycle, from segmentation to multichannel campaigns. Customize and extend its functionality, for example, add custom campaign elements. Learn more: Creatio Marketing overview (user documentation), Agentic Marketing Platform (Creatio website).
- Creatio Service — an agentic service product for full-cycle service management. Customize and extend its functionality to match the service processes of your company. Learn more: Creatio Service overview (user documentation), Agentic Service Platform (Creatio website).
- Creatio Marketplace — ready-made apps, connectors, and industry solutions that extend Creatio. Publish your own apps on Creatio Marketplace to distribute them to Creatio customers. Learn more: Develop the Marketplace app, Creatio Marketplace.
Creatio provides a wide variety of tools to develop new apps and change existing apps. No-code tools let you set up data models, pages, business rules, business processes, and dashboards in designers without additional coding. Learn more: Customization tools (user documentation). When no-code tools are not enough, use development tools to implement custom logic using source code. Learn more: Development tools.
Creatio AI app development toolkit
Creatio AI app development toolkit lets you build Creatio apps with a coding agent, for example, Claude Code, Codex, or GitHub Copilot. Describe what you need in plain language, and the agent creates data models, pages, business rules, business processes, dashboards, and workplaces for you. The toolkit gives the agent a Creatio plugin and skills, MCP tools that work with Creatio directly, including the Clio utility, and an installer that sets up all required tools. Developers can delegate routine tasks to the agent and spend more time on complex logic.
Besides building apps, you can use the toolkit to:
- migrate Classic UI sections to Freedom UI
- design new Freedom UI pages and audit existing pages
- convert web pages to mobile pages
- apply a brand theme
- name data model elements according to Creatio conventions
To get started, install the required tools and the toolkit plugin using the Setup Wizard. Learn more: Set up Creatio AI app development toolkit (user documentation).
Creatio AI Studio
AI is part of the Creatio platform core, so you can add AI to the apps you develop without third-party services. Creatio.ai combines predictive, generative, and agentic AI to help users complete daily tasks faster, while a human in the loop controls how much the AI acts on its own. To extend this functionality with your own AI agents, use Creatio AI Studio, a unified environment to build, deploy, and operate AI agents. Describe the agent you need in plain language, and AI Twin composes it for you, or configure the agent yourself in Prompt Agent Designer. In both cases, you can extend the agent with skills, tools, and knowledge sources, connect it to external systems using MCP, APIs, and webhooks, and choose the LLM provider that powers it. Once the agent runs, governance tools, such as policies, approvals, and the audit trail, keep its actions under control. Learn more: Creatio.ai overview (user documentation), Creatio AI Studio overview (user documentation).
You can also call Creatio.ai at the system level from the functionality you develop, for example, run a workflow AI Sub-agent from a Freedom UI page or a business process. Learn more: Handle system-level data using Creatio.ai.
Requirements for developer skills
Any employee with a set of required skills can act as a Creatio developer. We recommend starting with hands-on experience in Creatio no-code tools. This experience helps you understand how business needs turn into working functionality and when no-code tools are enough or custom development is needed.
The minimum skill requirements are as follows:
- experience with Creatio no-code tools: data models, Freedom UI pages, business rules, and business processes
- more than 6 months of C#, JavaScript, and SQL (T-SQL or PL/SQL) experience
The recommended skill requirements are as follows:
- more than 1 year of C#, JavaScript, TypeScript, and SQL (T-SQL or PL/SQL) experience
- knowledge of web technologies, REST APIs, OData, and integration patterns
- knowledge of Angular for developing Freedom UI components
- experience with AI coding agents
Creatio development guidelines
Creatio developers and partners compiled a set of guidelines based on their experience with developing new features.
The main development guidelines are as follows:
- Only develop using a development environment and the "Default" configuration. This lets several employees develop simultaneously in their personal development environments. This also applies to development with AI coding agents.
- Only develop using a user-made package with all dependencies and data bindings installed.
- Use a prefix for custom schemas ("Usr" by default).
- Use a version control system when planning code revisions or co-development.
See also
Creatio (Creatio website)
Creatio AI app development toolkit
Creatio AI Studio overview (user documentation)
Creatio Sales overview (user documentation)
Creatio Marketing overview (user documentation)
Creatio Service overview (user documentation)
Customization tools (user documentation)